Broadcom (AVGO): Pre-Q2 FY2026 Earnings Update — Market Snapshot & Scenario Outcomes

Updated ahead of the June 3, 2026 print — Q2 guidance vs. street consensus, key developments since April (Apple confirmed as a seventh XPU customer, DoD's VMware deal, the Google TPU extension through 2031), eight metrics to watch, and beat/in-line/miss scenario price bands. Price as of May 30, 2026: ~$446. Market cap: ~$2.1T.

Updates the April 2026 deep dive · full coverage timeline

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Broadcom Pre-Earnings Update Page 1
Page 1
Broadcom Pre-Earnings Update Page 2 — Table of Contents
Page 2 · Table of Contents
Broadcom Pre-Earnings Update Page 3 — Executive Summary
Page 3 · Executive Summary
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The remaining 27 pages cover the full competitive moat analysis, the XPU roadmap across six hyperscaler partnerships, Tomahawk 6 vs. Nvidia InfiniBand, VMware ARR bridge, proprietary DCF with bear/base/bull price targets, geopolitical risk assessment, and three-horizon strategic positioning.
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